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Morgan Stanley

2,230 hedge funds and large institutions have $211B invested in Morgan Stanley in 2025 Q3 according to their latest regulatory filings, with 192 funds opening new positions, 873 increasing their positions, 803 reducing their positions, and 110 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding in top 10

Funds holding in top 10:

more funds holding

Funds holding:

9% more repeat investments, than reductions

Existing positions increased: 873 | Existing positions reduced: 803

0.98% less ownership

Funds ownership: 84.31%83.33% (-0.98%)

30% less call options, than puts

Call options by funds: $3.31B | Put options by funds: $4.71B

Holders
2,230
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
49
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$3.31B
Puts
$4.71B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JFGIW
1401
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$587K
FA
1402
Fiducient Advisors
Illinois
$587K
TWM
1403
Topsail Wealth Management
North Carolina
$586K
OL
1404
Optas LLC
Texas
$585K
MSA
1405
Marino Stram & Associates
Massachusetts
$583K
MCCA
1406
Mill Creek Capital Advisors
Pennsylvania
$576K
WIS
1407
Wright Investors Service
Connecticut
$573K
MTIC
1408
Missouri Trust & Investment Company
Missouri
$572K
1C
1409
111 Capital
France
$571K
GFA
1410
Gallagher Fiduciary Advisors
Illinois
$570K
TWM
1411
Tradition Wealth Management
Minnesota
$564K
TCM
1412
Teza Capital Management
Illinois
$563K
GLA
1413
Great Lakes Advisors
Illinois
$561K
HFS
1414
Howard Financial Services
Texas
$560K
BWCS
1415
Beirne Wealth Consulting Services
Connecticut
$558K
AC
1416
Apella Capital
Connecticut
$554K
DSC
1417
Duncker Streett & Co
Missouri
$554K
TIA
1418
Tiemann Investment Advisors
California
$553K
FNB
1419
Farmers National Bank
Kentucky
$552K
FPL
1420
Fortress Private Ledger
North Carolina
$552K
AFG
1421
Allegheny Financial Group
Pennsylvania
$552K
JAG
1422
Journey Advisory Group
Kentucky
$550K
PWMG
1423
Prestige Wealth Management Group
New Jersey
$549K
CA
1424
Calton & Associates
Florida
$545K
DIA
1425
Davidson Investment Advisors
Montana
$545K